As a Do-It-Yourself investor, you enjoy managing your own money. You should invest how you want to invest. My goal is to help you navigate all the other life financial planning areas including, preparing for retirement, reviewing potential opportunities to save on taxes, making sure your estate is in order or various charitable giving strategies. Investing is important, but it is not the only thing...

And if you need investing help, I have decades of experience as an individual investor and executive in Fortune 500 financial firms. I led one of the largest RIAs in the country and have over 25 years in the financial services industry. I can help you with your assessing your current portfolio, asset allocation, and provide recommendations if needed.

Comprehensive financial planning is an immersive approach to managing your financial needs over your lifetime and beyond. It involves setting goals, creating a plan to pursue those goals, monitoring your progress along the way and adjusting the plan as needed. I charge a one-time fee for this service. I also charge an hourly fee, to help families on more specific topics like, Social Security optimization, Roth conversions, tax planning, etc.

My one-time, hourly or annual subscription is my only compensation. I charge for my comprehensive financial planning and I do not receive compensation from any other sources, e.g. sales commissions, referrals to other professionals, securities transactions, etc. I chose this model because it is simple, transparent, and fair for your family and mine.

If you are interested in learning more about advice-only planning, please reach out to me for a no cost discovery meeting so I can learn more about your family. As appreciation for meeting with me, I will provide your family we a Financial Power of Attorney and Healthcare Power of Attorney at no cost to you. These are crucial starting point documents for all adults regardless of age.